Savvy Tax Strategies in Retirement

Code: IM42011

Dates: March 9, 2023

Meets: 6:30 PM to 8:30 PM

Sessions: 1

Location: Creutzburg Center

Course Fee: $49.00

There are still openings remaining at this time.

OR
Understanding how you will be taxed on your various income sources and assets is one of the most important and least talked about areas of retiree financial planning. Discuss strategies for retaining more of your hard-earned resources including how and when it makes sense to do partial Roth Conversions, tax consequences based on where you choose to live in retirement, the different taxation structures of Social Security, pensions, part-time earnings and retirement withdrawals among other ways to preserve the longevity of your assets.
Fee: $49.00
You could save $9.00 on this course by becoming a member of one of our membership programs. Contact our office for details.

Creutzburg Center

260 Gulph Creek Road
Radnor, PA 19087
Map & Directions

Andrew Herron

Andrew Herron and Kevin Manning are CERTIFIED FINANCIAL PLANNERS™ and the founding members of Stone Pine Financial Partners located in Media, PA. They have over 30 years of combined experience helping individuals and families transition to retirement. Andrew and Kevin are experts in retirement distribution planning and have created a system called The Flight Path™ to help bring clarity to the complexities of the retirement distribution phase. They also specialize in Social Security planning and are passionate about educating people on how to best take advantage of this retirement benefit. They’ve previously taught classes and seminars on retirement planning and Social Security at local universities and they sponsor community financial education throughout the year.

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Kevin Manning

Andrew Herron and Kevin Manning are CERTIFIED FINANCIAL PLANNERS™ and the founding members of Stone Pine Financial Partners located in Media, PA. They have over 30 years of combined experience helping individuals and families transition to retirement. Andrew and Kevin are experts in retirement distribution planning and have created a system called The Flight Path™ to help bring clarity to the complexities of the retirement distribution phase. They also specialize in Social Security planning and are passionate about educating people on how to best take advantage of this retirement benefit. They’ve previously taught classes and seminars on retirement planning and Social Security at local universities and they sponsor community financial education throughout the year.

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